See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY2 years Filed as: TI-TRUST, INC. Service code 21 NORTH 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $51,367 |
BKD, LLP2 years Service code 50 · EIN 44-0160260 910 E. ST. LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 65806 | Direct Payment | $16,218 |
KPM CPAS, PC2 years Service code 10 · EIN 43-1009768 1445 E. REPUBLIC ROAD · SPRINGFIELD, MO 65804 | Accounting | $13,960 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,387 | $123,793+250.9% | $177,821+144.3% | $79,858+443.9% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 10.65% | 22.82%-12.2pp | 48.32%-37.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $11,364 | $4,095+177.5% | $5,918+92.0% | $2,471+359.9% |
| Participant deferral / active EE | $1,332 | $5,956-77.6% | $7,714-82.7% | $3,740-64.4% |
| Admin fee / account holder | $980 | $7,243-86.5% | $12,427-92.1% | $5,306-81.5% |